See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,398 | $54,726-15.2% | $68,793-32.6% | $64,186-27.7% |
| Participation rate | 69.4% | 68.0%+1.4pp | 72.2%-2.8pp | 69.6%-0.2pp |
| Annual return | -8.02% | -1.62%-6.4pp | -4.63%-3.4pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,705 | $1,846-7.6% | $2,625-35.0% | $2,381-28.4% |
| Participant deferral / active EE | $2,886 | $2,626+9.9% | $3,311-12.8% | $3,470-16.8% |
| Admin fee / account holder | $4,414 | $4,027+9.6% | $5,131-14.0% | $4,888-9.7% |